Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Equity Income I Fund Institutional Registered Investment Company in their Schedule of Assets, totaling $1.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CAPSTONE ON-CAMPUS MANGEMENT, LLC CAPSTONE ON-CAMPUS MANAGEMENT, LLC 401(K) SAVINGS PLAN | VESTAVIA HILLS AL | 297 | $23.8M | $1.9M |
